ELIS 1.9 Manual

Organizational Clusters

Creating a Cluster Administrator Role

The Cluster Administrator role limits the users an administrator can manage to just the users in clusters where they are assigned this role. Users assigned this role in a cluster will have the same permissions for sub-clusters of the cluster.

If the cluster administrator should have permissions to create curricula, courses, etc. then we recommend creating a second role for curricula permissions. The user can be assigned the cluster administrator role in a cluster, and the curricula administrator role in a curriculum or curricula. The following examples will demonstrate how to setup both roles.

Cluster Administrator Role

To create a new role go to the Site Administration block > Users > Permissions > Define roles and select the "Add a new role" button, or select the edit button for an existing role.

For this role the following permissions have been set to allow in the Curriculum Administration section of the role permissions screen:
  1. Associate curriculum management items (block/curr_admin:associate)
  2. Manage cluster users' class enrolments (block/curr_admin:class:enrol_cluster_user)
  3. View classes (block/curr_admin:class:view)
  4. Manage cluster users' sub-cluster membership (block/curr_admin:cluster:enrol_cluster_user)
  5. Only assign roles in a cluster to cluster members (block/curr_admin:cluster:role_assign_cluster_users)
  6. View clusters (block/curr_admin:cluster:view)
  7. View courses (block/curr_admin:course:view)
  8. Manage cluster users' curriculum enrolments (block/curr_admin:curriculum:enrol_cluster_user)
  9. View curricula (block/curr_admin:curriculum:view)
  10. Manage cluster users' track enrolments (block/curr_admin:track:enrol_cluster_user)
  11. View tracks (block/curr_admin:track:view)

If the cluster administrator needs access to the "Bulk user actions" page then allow the "Edit users" permission as well. This enables a user to access the Curriculum Administration block > Admin > Bulk user actions page. Only users of the cluster will appear on the bulk user actions page for the cluster administrator to manage.

Other useful permissions for a cluster administrator are the ELIS report permissions, to assign report permissions go to the ELIS Report section of the role permissions screen. There are 3 ELIS report permissions for roles:
  1. Manage ELIS report schedules
  2. Schedule ELIS reports
  3. View ELIS reports
Since the cluster administrator is assigned the report permissions in a cluster context, they will only be able to produce reports with users assigned to clusters where they are the cluster administrator. The reports available will also be limited for the this cluster administrator role.

Once the permissions are set, save the new role. Now users can be assigned the Cluster Administrator role in clusters.

Go to the (1) Roles tab of the cluster a user will administer and (2) select the role you want to assign the user to.

Roles tab of cluster

On the Roles screen:
  1. Select the Unassigned link, to display a list of unassigned users.
  2. Use the checkboxes to select users, use the filter located above the user list to find a user/users.
  3. Select the enrollment duration for the user/users being assigned the role, using the menu of choices.
  4. Select the Assign roles button to finish.
Roles tab of cluster

Login As Cluster Administrator

When the cluster administrator logs in they will be able to access the cluster from the Curriculum Administration block(1), shown in the image below. The cluster could also be accessed by the Manage Clusters(2) link.

The tabs available depend on the permissions enabled. For this role the curriculum and track permissions enabled are for view and cluster enrollment only.

Cluster administrator view of site

The reports available to the user also depends on the permissions. With the 14 permissions set to allow for this role, a user assigned this role in a cluster would have access to generate the following reports with data for the cluster, sub-clusters of the cluster, and users of the cluster and sub-clusters:
  1. Curricula report
  2. Course Completion by Cluster report
  3. Individual Course Progress Report
  4. Individual User report
  5. New Registrants by Student report
  6. Non-starter report
  7. Sitewide Time Summary report
  8. Sitewide Transcript report

Curriculum Administrator Role

In some instances the cluster administrators will need to have permissions for creating curricula, courses, etc. associated to the clusters they are managing. To achieve these permissions it is best to create a curriculum administrator role and assign a user the role in curricula.

For this role the following permissions have been set to allow:

Program Administration section
  1. Associate curriculum management items (block/curr_admin:associate)
  2. Create classes (block/curr_admin:class:create)
  3. View classes (block/curr_admin:class:view)
  4. Create courses (block/curr_admin:course:create)
  5. View courses (block/curr_admin:course:view)
  6. Create curricula (block/curr_admin:curriculum:create)
  7. View curricula (block/curr_admin:curriculum:view)
  8. Create tracks (block/curr_admin:track:create)
  9. View tracks (block/curr_admin:track:view)
Now the user assigned the cluster administrator role above will be assigned the new curriculum administrator role in a curriculum.

The first permission for both roles, Associate curriculum management items, allows the roles to share permission. For example, the cluster administrator can use their curriculum permissions while viewing the Curricula tab of their cluster, or they can use their cluster permissions on the Cluster tab of their curricula.